Never miss a new-client call again.
Capture and qualify every prospective client, route urgent matters to the right attorney, and keep a record of it all.
The first call decides whether they become a client
Someone has just been served, or rear-ended, or handed a contract they do not understand. They look up a firm and they call. You are in a hearing with your phone off, so it rings out to voicemail. By the time you walk back to the office and see the missed call, that person has already dialed the next name on the list and signed with whoever picked up.
Intake is the one part of a practice where speed beats almost everything. A prospective client who reaches a real, helpful voice in the first thirty seconds rarely keeps shopping. One who gets a beep almost always does.
A CallSprout AI Voice Agent answers every new-client call, gathers the basics of the matter, and runs the first screening questions before anyone is interrupted. Existing clients get routed straight to their attorney, new matters get sorted by type, and you get a transcript of every word so nothing said on that first call gets lost.
When the question is less about answering the phone and more about what is buried in your matters, our sister company Ereos builds custom AI for law firms on its Watchtower platform.
- Lost intake calls
- Slow response to new matters
- No record of phone conversations
AI built for legal.
The features that matter most for your calls.
Qualify callers and route by matter type automatically.
Existing clients reach their attorney instantly via CRM-smart routing.
Searchable transcripts for every conversation.
What the AI agent handles for your firm
The intake and routing work that decides who signs and who walks.
- Qualifying and intaking new-client calls
- Routing callers by matter type to the right practice group
- Sending existing clients straight to their attorney
- Capturing the basics needed to start a conflict check
- Taking detailed messages with full transcripts attached
- Handling new-matter intake after hours and on weekends
If you want to picture intake in motion, see how the AI Voice Agent screens a new-client call and gathers the matter details before anyone is pulled out of a hearing.
Sending the right caller to the right attorney comes down to CRM-smart routing, which recognizes returning clients and connects them straight through.
Works with your legal stack
Every client call becomes a billable time entry on the matter, so captured intake and call summaries land in your case management system without manual entry. Book a call to see how Sage connects to the tools your firm already runs.
Answered before you ask.
- Are call transcripts kept confidential?
- Transcripts and recordings are stored on CallSprout's secure infrastructure and visible only to the people you authorize, so privileged conversations stay inside the firm.
- Can it tell an existing client from a new one?
- Yes. With CRM-smart routing the agent recognizes returning clients and connects them to their attorney, while new callers go through intake and are sorted by matter type.
- Will it help with conflict checks?
- The agent captures the names and basics you need to run a conflict check before you take a matter, and saves them with the intake record so your team can clear it properly.
- What about calls that come in after hours?
- Intake does not stop when the office closes. The agent screens new-matter calls overnight and on weekends, gathers details, and flags anything time sensitive for follow-up.
- Do we need to replace our phones?
- No. CallSprout is cloud based and works on the desk phones, laptops, and mobile devices your attorneys and staff already carry.
When the answer lives in your case files, not the call log
CallSprout makes sure no client call slips through. When you want AI that reads across your case management, billing, and document systems to surface matter status, looming deadlines, and where things are stuck, that is what our sister company Ereos builds. Its Watchtower platform pulls from the tools your firm already runs and turns that data into signals partners can act on.
Schedule a discovery call with EreosReady to modernize legal calls?
Start a free trial or hear the AI Voice Agent live.